Financial Services Representative - State Farm Agent Team Member

Masonohinsurance; Kentucky; On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

A reputable insurance agency is seeking a Financial Services Representative to market financial products and consult customers on their insurance needs. The ideal candidate will possess strong analytical and communication skills, holding an Active Life & Health license. Responsibilities include generating leads and conducting financial reviews, ensuring compliance with industry regulations. This full-time position offers a competitive salary ranging from $60,000 to $90,000.

Qualifications

• Active Life & Health license required or ability to obtain quickly.
• Previous experience in financial services and/or insurance is preferred.
• Professional, trustworthy demeanor is necessary.

Responsibilities

• Consult customers on financial planning and insurance coverage.
• Identify customer needs and present tailored solutions.
• Proactively generate leads to drive new business.
• Conduct financial reviews and recommend products.
• Maintain compliance with financial regulations.

Skills

Strong communication

Analytical skills

Customer-focused demeanor

Education

Active Life & Health license

FINRA Series 6/63/65 or 7 license

Job description

Financial Services Representative - State Farm Agent Team Member

Full Time in Mason - OH

Replies within 24 hours

Benefits

• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

About Our Agency

Growing up in a State Farm family, I was inspired by the impact an agent can have on people’s lives, and that’s what led me to this career. Today, what I enjoy most about being an agent is making a difference—not just for our customers and their families but for my team as well. One of the milestones I’m most proud of is being recognized as a Top Agency in the State of Ohio, which reflects the strong conversations we’re having with clients to ensure they’re properly protected. Our team thrives on collaboration, constantly driving one another to grow and improve every day. I lead with a servant’s heart, providing the tools, training, and support needed to help my team reach their goals. We’re deeply involved in the community through organizations like Kiwanis, local school donations, wildlife habitat support, and scholarships for local districts. We also make time to have fun together with casual Fridays, quarterly outings like Top Golf or dinner, and a year-end retreat. Our agency offers travel opportunities when goals are met, team retreats, and flex time for top performers.

Role Description

As a Financial Services Representative - State Farm Agent Team Member with Andy McMahon - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

Responsibilities

• Consult customers on financial planning, investment options, and life/health insurance coverage.
• Identify customer needs and present tailored insurance solutions.
• Proactively generate and follow up on leads to drive new business.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Qualifications

• Active Life & Health license (required or ability to obtain quickly)
• FINRA Series 6/63/65 or 7 license preferred
• Previous experience in financial services and/or insurance
• Strong communication and analytical skills
• Professional, trustworthy, and customer-focused demeanor

Compensation $60,000.00 - $90,000.00 per year

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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